Information

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Customer information

  • Sales Manager

  • Select date

  • Is a site visit / survey by Projects required Urgently?

  • Technology

  • Company

  • Site Location (town)

  • Salesforce Opportunity No

  • Site contact for PM

  • Contact telephone number

  • Contact email

Overview of application

  • Overview of application and product description

  • Pack dimensions and orientation

  • Production speeds required

  • Product pitch?

  • Printer environment

  • Trial planned / carried out?

  • Trial funding approved?

  • Revenue and printer values

  • Expected date of order

  • Install date requested by customer?

  • Conveyor required? Size and speed etc

  • Existing conveyor dimensions

  • Host machine and type

  • Model number?

  • Installation address

  • Intermittent or Continuous?

  • Printer model?

  • Printer handing?

  • Applicator type - tamp / blow etc?

  • Application - front / side / top etc?

  • Height adjustment required?

  • Message selection - PCU / TG300 / PC / barcode scanner?

  • Label substrate type?

  • Label dimensions?

  • Samples completed?

  • Ribbon grade proposed?

  • Photos of host / area

  • M Design or 3rd party software?

  • Print requirements known?

  • Any special requirements?

  • Training requirements?

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.